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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$926K -$63.2K -1,038 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$842K -$4.85M -79,698 -86%
Ameriprise
28
Ameriprise
Minnesota
$820K -$2.68M -44,020 -78%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$771K
PK
30
Pflug Koory
Nebraska
$752K
Osaic Holdings
31
Osaic Holdings
Arizona
$733K +$113K +1,852 +20%
Creative Planning
32
Creative Planning
Kansas
$724K +$8.65K +142 +1%
EWA
33
EP Wealth Advisors
California
$634K +$587K +9,636 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$540K +$208K +3,412 +71%
BCA
35
Biltmore Capital Advisors
New Jersey
$534K -$135K -2,210 -21%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$515K
WHG
37
Westwood Holdings Group
Texas
$503K +$465K +7,644 New
FP
38
Factorial Partners
New York
$500K
SI
39
Stephens Inc
Arkansas
$481K +$109K +1,782 +32%
Citadel Advisors
40
Citadel Advisors
Florida
$456K -$2.06M -33,794 -83%
RA
41
Rodgers & Associates
Pennsylvania
$406K +$376K +6,170 New
BRWA
42
B. Riley Wealth Advisors
Florida
$358K -$275K -4,522 -45%
ADL
43
Asset Dedication LLC
California
$341K -$33.5K -550 -10%
IFWM
44
Institute for Wealth Management
Colorado
$336K +$311K +5,100 New
DADC
45
D.A. Davidson & Co
Montana
$321K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$317K -$31.2K -512 -10%
KeyBank National Association
47
KeyBank National Association
Ohio
$317K +$293K +4,808 New
BIA
48
BHK Investment Advisors
Alabama
$290K
HF
49
Halpern Financial
Virginia
$261K -$244K -4,000 -50%
RFA
50
Reilly Financial Advisors
California
$219K +$203K +3,334 New